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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,601 | $157,296-86.3% | $141,191-84.7% | $152,897-85.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 17.24% | 64.34%-47.1pp | 71.41%-54.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,680 | $5,262-68.1% | $4,736-64.5% | $4,764-64.7% |
| Participant deferral / active EE | $6,501 | $7,111-8.6% | $6,710-3.1% | $5,851+11.1% |
| Admin fee / account holder | $6,138 | $12,125-49.4% | $10,264-40.2% | $11,599-47.1% |